Managing multiple customers

Entity management screen

When you log into the system you will be asked to choose the customer you wish to work on. You will see the customer’s name displayed in the top right-hand corner of the Entity management screen, indicating that they are the Active customer.

Switching to a different customer

To switch to a different customer that you have access to:

  1. Hover over the name of your current active customer. This will display the option to Switch customer.  Click on the Switch customer button.

  1. You will now see the Select customer dialog, listing the customers that you have access to. Select the customer you wish to work on and click the Proceed to customer button.

  1. You will now be taken back into the system and the Entity Management screen will now display your selected customer as the Active customer.

Using multiple browser tabs

AlphaVAT only allows a single active session per web browser.

If you have multiple browser tabs open, switching the active customer account in one browser tab will also switch your session in all other browser tabs for the same web browser.

There may be a delay seen in other browser tabs, however no information can be saved into a customer account if this is not the active customer account.

Accessing your “My Account” page

The My account page shows you information about the customer accounts your email address currently has access to.

To access the page, select the user icon in the top right hand corner of the system menu.

Selecting this will take you to the following page:

You can also see the user role that your account has across all customer accounts. Your user role will determine the permissions you have within each customer account. User roles are specific to the customer account they are associated to.  

 

 

 

 

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